Armis Advisers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Armis Advisers’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.05M	Sell	58,249 -285,785	-83%	-$24M	0.46%	34
2026 Q1	$5.02M	Buy	344,034 +284,826	+481%	+$22.2M	0.48%	39
2025 Q4	$4.34M	Sell	59,208 -375,198	-86%	-$30.4M	0.49%	34
2025 Q3	$34.9M	Buy	434,406 +25,572	+6%	+$1.95M	3.18%	5
2025 Q2	$29.9M	Buy	408,834 +100,008	+32%	+$6.58M	2.36%	6
2025 Q1	$19.1M	Buy	308,826 +35,736	+13%	+$2.41M	1.78%	11
2024 Q4	$18.7M	Buy	+273,090	New	+$18.3M	2.29%	8

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Armis Advisers's VUG Position: Q2 2026 in Review

Armis Advisers reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $24M and leaving 58,249 shares worth $5.05M. The position accounts for 0.46% of the portfolio, ranked #34.

Armis Advisers first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.9M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Armis Advisers held 58,249 shares of Vanguard Morningstar Growth ETF worth $5.05M as of Q2 2026.
Armis Advisers sold 285,785 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $24M.
Vanguard Morningstar Growth ETF made up 0.46% of Armis Advisers's portfolio in Q2 2026, its #34 holding.
Armis Advisers first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's Vanguard Morningstar Growth ETF position peaked at $34.9M in Q3 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.